Retirement plan

NORTHEAST-10 CONFERENCE, INC. 403(B) PLAN

Name: NORTHEAST-10 CONFERENCE, INC. - NORTHEAST-10 CONFERENCE, INC. 403(B) PLAN (2017) Form 5500
Creator: NORTHEAST-10 CONFERENCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST-10 CONFERENCE, INC. 403(B) PLAN, NORTHEAST-10 CONFERENCE, INC.

NORTHEAST-10 CONFERENCE, INC.EIN 04-3040416Plan #001PY 2017

792 SOUTH MAIN STREET, STE. 104 - MANSFIELD, MA 02048508-230-9844northeast10.orgLinkedIn11-50 employeeslaw practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$446K

+23.3% from 2016

Total participants

0.0% from 2016

Average account balance

$74,378

+23.3% from 2016

Annual return

12.03%

+12.59 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$199K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1384

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2L2F2G3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$627

$157 / participant

Other / not subdivided$627100.0%

% of EOY assets

0.140%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,378

$73,546+1.1%

$63,018+18.0%

$147,586-49.6%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

12.03%

175.56%-163.5pp

87.62%-75.6pp

578.59%-566.6pp

Employer contribution / active EE

$8,172

$3,324+145.8%

$2,761+196.0%

$4,876+67.6%

Participant deferral / active EE

$2,023

$4,185-51.6%

$3,330-39.2%

$5,439-62.8%

Admin fee / account holder

$105

$5,956-98.2%

$3,601-97.1%

$10,886-99.0%

NORTHEAST-10 CONFERENCE, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST-10 CONFERENCE, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion